Seven Springs Wealth Group’s Emcor EME Stock Holding History

Seven Springs Wealth Group’s Portfolio EME Stock Details EME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-9	Closed	-$1K	–	166
2020 Q4	$1K	Buy	+9	New	+$723	﹤0.01%	194

Other funds holding EME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Seven Springs Wealth Group's EME Position: Q1 2021 in Review

Seven Springs Wealth Group sold out of Emcor (EME) in Q1 2021, closing a stake of 9 shares — an estimated $1K sold.

Seven Springs Wealth Group first reported a position in EME in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 361 funds tracked by Wall St. Rank hold EME as of Q1 2021.

Seven Springs Wealth Group reported no remaining Emcor position as of Q1 2021 after selling out during the quarter.
Seven Springs Wealth Group sold 9 Emcor shares in Q1 2021, an estimated $1K.
Seven Springs Wealth Group first reported a position in Emcor in Q4 2020 and held it in 1 quarter.
Seven Springs Wealth Group's Emcor position peaked at $1K in Q4 2020.
361 funds tracked by Wall St. Rank held Emcor as of Q1 2021.

Based on Seven Springs Wealth Group's 13F filing for Q1 2021, filed 7 May 2021.